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<p class="MsoNormal">Tyler Firkins and Jeff Musto at my firm do this type of work and would be happy to consult with your client’s daughter.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="font-size:22.0pt;font-family:"Edwardian Script ITC"">Hillary L. Dawn<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Brush Script MT""><img width="245" height="68" style="width:2.552in;height:.7083in" id="Picture_x0020_1" src="cid:image001.jpg@01D66BEF.67214E00"><br>
</span>Hillary L. Dawn<o:p></o:p></p>
<p class="MsoNormal">Attorney at Law<o:p></o:p></p>
<p class="MsoNormal">721 45<sup>th</sup> Street N.E.<o:p></o:p></p>
<p class="MsoNormal">Auburn, WA 98002<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:hdawn@vansiclen.com"><span style="color:blue">hdawn@vansiclen.com</span></a><o:p></o:p></p>
<p class="MsoNormal">Office: 253-859-8899<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Visit us on the web: <a href="http://www.vansiclen.com/"><span style="color:blue">www.vansiclen.com</span></a><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:blue">IRS CIRCULAR 230 DISCLAIMER: </span><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:navy">
</span><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:black">To ensure compliance with requirements imposed by the IRS, I inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>James B. Dolan<br>
<b>Sent:</b> Thursday, August 6, 2020 11:57 AM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Way Off Topic - Personal Injury Attorney<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Sorry for the off topic post – I have a client for whom I have done estate planning in the past who called me regarding the following:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Her daughter was involved in a romantic relationship with a gentleman who: (1) did not inform her (and actually repeatedly denied) that he was married, and (2) did not inform her he was infected with HSV2. She
became infected and due to some pre-existing medical conditions, the infection caused some fairly serious, permanent damage. After confronting him, he reportedly admitted and texted that he knew he was HSV2 positive. Soon after, she discovered that he was
indeed still married to someone else. To make things more interesting, after she cut off the relationship, he began stalking her.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">I suggested to my client that she tell her daughter to report this all to the police, and told her I would put out a query to request referrals for a PI attorney.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Thanks in advance.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="xmsonormal"><span style="color:#1F497D">Jim Dolan<o:p></o:p></span></p>
<p class="xmsonormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="xmsonormal"><span style="font-size:12.0pt;color:#1F497D">===================</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;color:#1F497D">Jones Butler Dolan, PS</span></b><o:p></o:p></p>
<p class="MsoNormal"><u><span style="font-size:12.0pt;color:#1F497D"><a href="http://www.jbdolan.com"><span style="color:blue">www.jbdolan.com</span></a></span></u><o:p></o:p></p>
<p class="MsoNormal"><u><span style="font-size:12.0pt;color:#1F497D"><a href="http://www.jonesbutlerdolan.com"><span style="color:blue">www.jonesbutlerdolan.com</span></a></span></u><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><u><span style="font-size:12.0pt;color:#1F497D">Mount Vernon</span></u><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">P.O. Box 2784</span><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">415 Pine Street
</span><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Mount Vernon, WA 98273</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Telephone: 360-336-2939</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Facsimile: 360-336-2949</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><u><span style="font-size:12.0pt;color:#1F497D">Stanwood</span></u><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">P.O. Box 458</span><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">10027 - 269th Place NW (SR 532)</span><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Stanwood, WA 98292</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Telephone: 360-629-3833</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Facsimile: 360-629-6253</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Sharon Rutberg<br>
<b>Sent:</b> Wednesday, August 5, 2020 2:48 PM<br>
<b>To:</b> <a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br>
<b>Subject:</b> [WSBAPT] UTMA set up by mistake<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Hello, Listmates –<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Client misunderstood some advice (or got some bad advice) and gifted money into an UTMA account for a teenage family member, naming herself as the custodian. What she really wanted to do was to make the gift via her Will. She is now concerned
that the child will receive the assets outright within only a few years. She would like to take the money back out of the UTMA, but the bank refuses to release the funds to her. Has anyone run across this type of problem? Wondering if there is a solution for
her. <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thanks,<o:p></o:p></p>
<p class="MsoNormal">Sharon <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Verdana",sans-serif;color:black">Sharon C. Rutberg, Attorney at Law</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Verdana",sans-serif;color:black">Salmon Bay Law Group, PLLC</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Verdana",sans-serif;color:black">1734 NW Market St.</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Verdana",sans-serif;color:black">Seattle, WA 98107</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Verdana",sans-serif;color:black">206-735-3177, ext. 2</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"><a href="mailto:sharon@salmonbaylaw.com"><span style="font-size:9.0pt;font-family:"Verdana",sans-serif">sharon@salmonbaylaw.com</span></a></span><span style="font-size:9.0pt;font-family:"Verdana",sans-serif;color:black">
</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Verdana",sans-serif;color:black">Website:
<a href="http://www.salmonbaylaw.com/">www.salmonbaylaw.com</a></span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Verdana",sans-serif;color:black">Washington State Bar #47055<br>
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The contents of this message and any attachments may be protected by the attorney-client privilege, work product doctrine, and/or other applicable protections. If you are not the intended recipient or have received this message in error, please notify the sender
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